BOS Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BOS Asset Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Hold	4,548	–	–	0.15%	106
2026 Q1	$514K	Hold	4,548	–	–	0.13%	122
2025 Q4	$561K	Sell	4,548 -205	-4%	-$25.1K	0.15%	106
2025 Q3	$574K	Hold	4,753	–	–	0.16%	102
2025 Q2	$523K	Hold	4,753	–	–	0.17%	99
2025 Q1	$441K	Hold	4,753	–	–	0.15%	100
2024 Q4	$483K	Buy	4,753 +918	+24%	+$91.6K	0.17%	87
2024 Q3	$367K	Hold	3,835	–	–	0.14%	105
2024 Q2	$355K	Sell	3,835 -395	-9%	-$34.1K	0.16%	96
2024 Q1	$357K	Sell	4,230 -1,939	-31%	-$156K	0.19%	84
2023 Q4	$463K	Buy	6,169 +1,068	+21%	+$76K	0.32%	74
2023 Q3	$349K	Buy	5,101 +1,525	+43%	+$108K	0.26%	89
2023 Q2	$252K	Hold	3,576	–	–	0.2%	106
2023 Q1	$228K	Hold	3,576	–	–	0.19%	112
2022 Q4	$209K	Buy	+3,576	New	+$215K	0.19%	116

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BOS Asset Management's IVW Position: Q2 2026 in Review

BOS Asset Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,548 shares worth $625K. The position accounts for 0.15% of the portfolio, ranked #106.

BOS Asset Management first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BOS Asset Management held 4,548 shares of iShares S&P 500 Growth ETF worth $625K as of Q2 2026.
BOS Asset Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.15% of BOS Asset Management's portfolio in Q2 2026, its #106 holding.
BOS Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.